We are making it easier to bridge the gap between your CRM and Beauhurst. In addition to syncing collections and enriching your whole CRM, you can now see if you have a matching CRM record on company pages and a link to take you directly to that record.
Instantly recognise existing prospects or clients within our platform
Identify new opportunities at a glance
Seamlessly navigate to your CRM to find out more about your history with that company
How to set it up
You need to connect your CRM account to use this feature.
Go to the settings menu drop down and there is a new option for integrations or head straight to the integrations page here.
On the integrations page you can connect your HubSpot or Salesforce account. Connecting your account will involve signing into your CRM, confirming that you are happy to use the integration and installing the Beauhurst integration app.
This will only need to be done once to set up the connection between Beauhurst and your CRM.
💡 You will need to be an admin for your CRM to have the right permissions to install the Beauhurst app
How it works
The matching is done through comparing the website on Beauhurst and in your CRM. If there is a match this will display on the company page with a link to take you to the record in your CRM.
The matching is refreshed every Monday morning or every night if you have the enrich feature turned on.
If you don't want to see these matches, there is an option in the integrations settings to turn this off for your subscription.